See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $729,415 | $228,332+219.5% | $185,823+292.5% | $158,922+359.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.75% | 40.80%-37.0pp | 35.95%-32.2pp | 302.83%-299.1pp |
| Employer contribution / active EE | $15,643 | $4,967+215.0% | $4,087+282.7% | $4,761+228.6% |
| Participant deferral / active EE | $19,000 | $6,415+196.2% | $5,632+237.4% | $5,982+217.6% |
| Admin fee / account holder | $15,380 | $11,864+29.6% | $9,500+61.9% | $11,246+36.8% |